See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,075 | $56,199-75.0% | $67,652-79.2% | $59,632-76.4% |
| Participation rate | 92.0% | 71.5%+20.5pp | 75.7%+16.3pp | 68.7%+23.3pp |
| Annual return | 22.17% | 18505.31%-18483.1pp | 6625.04%-6602.9pp | 2041.28%-2019.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,646 | $3,958-58.4% | $4,821-65.9% | $4,297-61.7% |